Client Relationship Specialist - Remote jobs in United States
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The Leake Agency ยท 4 hours ago

Client Relationship Specialist - Remote

The Leake Agency is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a Client Relationship Specialist to guide individuals and families through important financial protection decisions while developing long-term relationships.

Insurance
Hiring Manager
Chris Leake
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Responsibilities

Connect with individuals and families who have requested information about life insurance coverage
Help clients understand their options and select coverage that fits their needs
Maintain ongoing client relationships through consistent follow-up and service
Work with a supportive, remote team that provides structured training and ongoing development
Participate in professional development and skill-building sessions

Qualification

Client relationship managementFinancial services knowledgeDependabilityOrganizationMotivation

Required

Enjoys working with people
Values building trust-based relationships
Dependable
Organized
Motivated to grow in a professional services environment

Benefits

Commission-based compensation with performance incentives
Opportunities for advancement into leadership and client development roles

Company

The Leake Agency

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The Leake Agency is a family-owned firm that helps families secure their financial futures with retirement protection and life insurance solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Chris Leake
Founder and Owner
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Company data provided by crunchbase